JPM Climate Change Solutions X (acc) - USD/ LU2394011808 /
NAV2024-05-23 | Chg.+0.2700 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
98.3700USD | +0.28% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -13.06 | -1.29 | 3.96 | -9.22 | -1.16 | -12.97 | 13.43 | -3.20 | -9.96 | 8.01 | 8.87 | -2.13 | -20.73% |
2023 | 6.97 | -1.99 | 2.63 | -2.99 | -0.78 | 5.54 | 2.23 | -5.12 | -6.75 | -7.74 | 10.98 | 9.41 | +10.78% |
2024 | -2.38 | 5.25 | 4.16 | -0.84 | 5.85 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 14.29% | 14.17% | 15.32% | -% | -% |
Sharpe ratio | 2.17 | 3.52 | 0.88 | - | - |
Best month | +9.41% | +10.98% | +10.98% | +13.43% | - |
Worst month | -2.38% | -2.38% | -7.74% | -13.06% | - |
Maximum loss | -4.49% | -5.28% | -20.22% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Tranches
Performance
YTD | +12.33% | ||
---|---|---|---|
6 Months | +23.58% | ||
1 Year | +17.32% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -1.63% | ||
Year | |||
2023 | +10.78% | ||
2022 | -20.73% |